PepsiCo, Pfizer Inc and 15 Stock Top Picks (Archive From May 22-28)
This week there were 15 Stock Top Picks in a wide range of industries: Consumer, Healthcare, Industrials, Technology, Financials and Utilities.
It gives him some stability and safety in portfolios. About 3% yield and it is growing. You are buying a lot of their products in going to grocery stores and drug stores. It is a snack and beverage company. It is less exposed to the syrup business like pop in movie theatres and stadiums. You…
Loblaw Companies Ltd (L-T)
It has been a volatile stock but a fantastically performing stock through the pandemic. A lot of people believe that people will opt to dine at home after restaurants open, as they do now, rather than dining out and L-T benefits from this. (Analysts’ price target is $78.73)
Shopify Inc. (SHOP-T)
It has already rising over 160% this year. Its time is now. He likes how analysts see this on an Amazon type of trajectory, with revenues about to soar. They are partnering with Facebook. It is exploring entering into commercial payments beyond the mom and pop type entities he thinks. Yield 0% (Analysts’ price target…
It is still very cheap in his opinion. It is cheaper than the market multiple. It is growing revenue, earnings and dividends as well as buying back stock. About a 4% dividend yield. A great management team. They merged their consumer business with GSK-N. There should be a boost to the share price when this…
Protech Home Medical Corp (PTQ-X)
A perfect stock even though it is up 50% off the lows. They can service the debt and earnings expected to grow by 133%. Yield 0% (Analysts’ price target is $2.36)
ENB vs TRP? He believes having one of these holdings is key to your portfolio. It is getting harder to put pipe in the ground, so existing assets are valuable. He owns ENB, due to the amount of oil they move and the pricing power they have with tolls.
Xebec Adsorptions Inc (XBC-X)
A previous Past Pick. They sold off today on earnings that just fell short of expectations. They are in the bio-gas space which is being legislated as to how much renewable natural gas needs to be used. They have strong backlogs in orders. An area that has sustainability over the next 5 years or more.…
Ecolab Inc. (ECL-N)
He has owned this for some time now. They are in cleaning, sanitizing and waste management. Bill Gates owns a big chunk of their shares. Yield 0.94% (Analysts’ price target is $187.86)
He thinks the trend in the space is exciting. They have multiple revenue streams form content, to patents to gaming. It has strong management. It has over $40 million in revenue and are looking to move into the US. This will increase revenues and trading multiples. (No analysts' price target) Yield 0%
It is one of the mega cap tech stocks that are back to their all time highs. It is not that expensive and hits all metrics for him. It has a great balance sheet.
What they're doing in shopping interesting while their ad business will grow a lot in the coming year. It's trading at 20x earnings, growing at 30%, while the market stands at 20x, growing at 2-3%. Incredible value. They have a relationship with Shopify. (Analysts’ price target is $240.30)
Sonos Inc. (SONO-Q)
They make speakers for the home connected to the internet. Their marketing has brought new buyers in sound bars and smart speakers. He thinks it is a great opportunity. Their revenues have jumped 400%. There were rumours they might be a take out target in the next year. Yield 0% (Analysts’ price target is $11.93)
The world is shifting away from cash payments. They just did a deal with WeChat Pay, a big part of the Chinese economy One of the best value stocks he owns given its huge free cash flow, though Visa is one of the most expensive on a PE basis. Visa is incredibly entrenched and can…
Bank of Montreal (BMO-T)
Banks are lining up to take massive loan losses due to the shutdown. He thinks we will see a recovery in stock values. He likes the exposure to the US. He likes the dividend and it offers a better opportunity in terms of getting into the market at this point. He thinks the banks are…
BAM vs. BIP For income, buy BIP; for capital appreciation, BAM. Both are well-run. BAM is the parent company and is one of the biggest asset managers in the world. BAM is solid and will be hunting for properties in this pullback; they are skilled investors. It's trading at a discount to NAV which means…
This post summarizes the top picks weekly. The previous week’s stock picks list is available for an additional week using the link below. Refer to Daily Top Picks available in the All Top Picks pages to browse the all-time top picks archive.
Use this list wisely to identify buying opportunities.
Happy trading !!!